|
26
|
EP Wealth Advisors
Torrance,
California
|
$45.1M
|
-$181K
|
-2,242
|
-0.4%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$44.9M
|
+$805K
|
+9,978
|
+2%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$44.8M
|
-$719K
|
-8,912
|
-2%
|
|
|
29
|
M&T Bank
Buffalo,
New York
|
$43.5M
|
-$165K
|
-2,049
|
-0.4%
|
|
|
30
|
Fiduciary Trust
Boston,
Massachusetts
|
$43.5M
|
+$564K
|
+6,984
|
+1%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$43M
|
+$826K
|
+10,240
|
+2%
|
|
|
32
|
|
$42.5M
|
-$8.46M
|
-104,810
|
-17%
|
|
|
33
|
Mission Wealth Management
Santa Barbara,
California
|
$34.9M
|
+$3.67M
|
+45,474
|
+12%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.7M
|
+$206K
|
+2,556
|
+0.6%
|
|
|
35
|
SEI Investments
Oaks,
Pennsylvania
|
$32.8M
|
-$175K
|
-2,174
|
-0.5%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32.4M
|
-$551K
|
-6,830
|
-2%
|
|
|
37
|
IMPACTfolio
Denver,
Colorado
|
$30.6M
|
-$2.61M
|
-32,369
|
-8%
|
|
|
38
|
Financial Network Wealth Management
Draper,
Utah
|
$29.8M
|
+$1.4M
|
+17,331
|
+5%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$26.5M
|
-$103K
|
-1,276
|
-0.4%
|
|
|
40
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$26.1M
|
-$1.48M
|
-18,297
|
-5%
|
|
|
41
|
High Note Wealth
Deephaven,
Minnesota
|
$25.2M
|
+$1.21M
|
+15,030
|
+5%
|
|
|
42
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$24.4M
|
-$2.4M
|
-29,700
|
-9%
|
|
|
43
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$24.3M
|
+$10.1M
|
+125,236
|
+73%
|
|
|
44
|
Empirical Wealth Management
Seattle,
Washington
|
$23.8M
|
-$332K
|
-4,119
|
-1%
|
|
|
45
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.7M
|
-$412K
|
-5,105
|
-2%
|
|
|
46
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$22.4M
|
-$479K
|
-5,933
|
-2%
|
|
|
47
|
Mariner
Overland Park,
Kansas
|
$21.3M
|
+$734K
|
+9,093
|
+4%
|
|
|
48
|
KeyBank National Association
Cleveland,
Ohio
|
$20.2M
|
+$440K
|
+5,454
|
+2%
|
|
|
49
|
Eastern Bank
Boston,
Massachusetts
|
$20M
|
+$5.96M
|
+73,830
|
+43%
|
|
|
50
|
Money Design
Tokyo,
Japan
|
$19.5M
|
-$717K
|
-8,885
|
-4%
|
|
